Prepare routing context for new Zendesk users
Help teams begin onboarding with likely document destinations already identified.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Why this helps
Onboarding work slows when teams must rediscover where each document workflow belongs.
- Reduces setup research
- Supports consistent routing decisions
- Keeps onboarding focused
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Algodocs in Notis.
- 2Create an automation for routing context reports.
- 3Tell Notis to review the new user event and list Algodocs folders that may fit the user's document workflows.
- 4Select New User Created, choose a report channel, and test with one user.
Questions about this workflow
Does it route documents automatically?
No. It provides folder context for a person to decide the next step.
Can it handle missing profile details?
Yes. It can report that more context is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Algodocs. A trigger fires from one place; an action lands in another.
Zendesk triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
New User Created
Triggered when a new user is created in Zendesk.
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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